17 Oct
|
Arkavis Consulting Private
|
Hyderabad
17 Oct
Arkavis Consulting Private
Hyderabad
: Sales Associate – Wealth Management Role Overview: Responsible for acquiring current clients, promoting wealth management products, and building robust client relationships to achieve business targets.
Key Responsibilities
Generate leads and acquire new clients through calls, referrals, and networking.
Promote suitable investment and wealth management products.
Understand client needs and coordinate on appropriate investment solutions.
Achieve sales, revenue, and client acquisition targets.
Maintain client relationships and ensure timely follow-ups.
Complete KYC documentation and comply with regulatory guidelines.
Requirements
Graduate/Post graduate in Commerce, Finance or Marketing Management.
0–3 years of experience in sales, banking, financial services, or wealth management preferred.
Valuable communication, negotiation, and relationship management skills.
Target-oriented with an interest in financial products.
Compensation: Fixed salary ₹20000 pm plus performance-based incentives.
Age: 22yrs to 28 yrs Male or Female
📌 Sales Associate Hyderabad
🏢 Arkavis Consulting Private
📍 Hyderabad